What services does Wise Consulting provide?

We specialize in outsourced accounting and fractional CFO services. Our offerings include monthly bookkeeping and reconciliation, financial statement preparation, internal controls, treasury management, buy- and sell-side financial due diligence, exit planning, and more.

Why would a business outsource its accounting?

There are many reasons: cost savings from not hiring a full in-house team, access to specialized expertise (e.g. treasury, due diligence, or transition planning), improved accuracy and timeliness of financials, and the ability to focus internal resources on strategic growth rather than day-to-day bookkeeping tasks.

How do you engage with a new client? What's the process?

Typically, we begin with a financial assessment to understand your current systems, processes, pain points, and strategic objectives. Then we implement or refine accounting support, reconcile your monthly finances, develop robust monthly financial reporting, and finally provide ongoing advisory and strategic support (“financial clarity”). Our approach is structured to build from foundation to insight to strategy.

Treasury Consulting & Cash Management

Wise Consulting supports both banks and their business clients as power users of bank systems

We specialize in synchronizing accounting systems with bank services. In doing so, we become heavy users of the bank’s platform and can assist in setting up and connecting bank feed APIs. This helps to streamline data flows so that reconciliation is a breeze.

Furthermore, when bank customers require ACH payments or wire transfers, we work directly with the bank to ensure your products are aligned with their treasury management platform.

Empowering Treasury Management Staff

  
Assisting your clients with online bank setup

Setting up users

Adjusting profiles and services

Setting up and utilizing ACH services

Resolving technology challenges across bank and accounting platforms

Start with a Financial Assessment of Your Clients

If you are a treasury management banker and need assistance with a client, contact us for a consultation.

Treasury Consulting & Cash Management

Start with a Financial Assessment of Your Clients

Frequently Asked Questions